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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,116 | $65,566-0.7% | $86,235-24.5% | $75,177-13.4% |
| Participation rate | 96.4% | 60.5%+35.9pp | 69.0%+27.5pp | 67.2%+29.2pp |
| Annual return | 13.37% | 46.07%-32.7pp | 1170.03%-1156.7pp | 160.75%-147.4pp |
| Employer contribution / active EE | $7,177 | $1,553+362.0% | $2,381+201.4% | $2,671+168.7% |
| Participant deferral / active EE | $3,604 | $3,023+19.2% | $3,987-9.6% | $4,126-12.7% |
| Admin fee / account holder | $5,970 | $5,470+9.1% | $6,856-12.9% | $5,651+5.6% |